Attorney Julie Steinbacher, CELA®, the founding shareholder of the elder care and special needs law firm of Steinbacher, Goodall & Yurchak, recently completed her LLM degree in elder law and estate planning from the Western New England School of Law.
An LLM is a Master of Law degree, and a graduate qualification in the field of law. It was created for attorneys to further expand their knowledge or study a specialized area of law, and is generally a one-year program if studying full-time. The elder law and estate planning LLM from Western New England is the only live, interactive and online program of its kind in the United States.
Julie becomes the second attorney at the firm to add an LLM degree to her resume. Attorney Amos Goodall also has an LLM in elder law. The LLM is also just the latest item to be added to her resume. Earlier this year, she was named a fellow of the American College of Trust and Estate Counsel (ACTEC), a national organization of more than 2,500 attorneys and law professors, becoming one of just 96 ACTEC fellows in Pennsylvania, and two of only five from the northeast and north central portion of the state ranging from the Poconos and west through State College (Amos is one of the others).
When you're doing your estate planning, chances are your qualified retirement accounts such as IRAs and 401(k)s and taxes are big considerations as far as how you structure your estate plan. Depending on your situation and goals, a trust may be appropriate for you. Taxes, qualified retirement accounts and trusts are the emphasis of the Second Half of Life Podcast episode 46, as the founding shareholder of Steinbacher, Goodall & Yurchak, Julie Steinbacher, discusses everything one would need to know about planning for the second half of life, with a particular emphasis on those three items. She begins the episode by talking about the foundational documents that everyone should have, such as Wills and Powers of Attorney, and goes into some more detail about the different types of POAs. In the second half of the episode, she then discusses trusts and their objectives, IRAs and other qualified retirement plans, as well as taxes and how those should factor into retirement planning and potential planning for long-term care, and estate planning.
All episodes of the Second Half of Life Podcast can be found on the Steinbacher, Goodall & Yurchak website, as well as on most podcast directories, which includes Apple Podcasts, Spotify, TuneIn + Alexa, iHeartRadio, Stitcher, Podcast Addict, Google Podcasts, Podchaser, Deezer, Listen Notes, Bullhorn, Overcast, Pocket Casts, Castro, Castbox, Podfriend, Player FM, Podcast Index and Pandora.
Attorneys and other staff members from Steinbacher, Goodall & Yurchak conduct a number of speaking engagements each month, including speaking at the firm's own seminars and outside events. Here's a summary of the firm's speaking engagements from the fourth quarter of 2020 (October-December). All of these events were virtual. If you weren't able to attend, or even if you were but would like to hear the presentation again, you're in luck, as many of our virtual seminars and events are now recorded for anyone to view or listen to later at their convenience. If you're interested in learning more about any of the topics outlined below and how it applies to your individual situation, please call the firm at 1-800-351-8334 for a free consultation. Visit the seminar page for a list of upcoming seminars.
In October, several virtual seminars were held on a variety of aging-related topics. Attendees logged on to Zoom from the comfort and safety of home to learn essential estate planning tips for their second half of life. Among the topics discussed were tricks to beat death & taxes, strategies for managing a healthcare crisis, and community resources available to aid in the care of a loved one who has been diagnosed with Dementia.
Steinbacher, Goodall & Yurchak collaborated with Nittany Brokerage to host multiple “happy hour” virtual meetings during the ongoing COVID-19 pandemic. These informal events featured speakers Jenna L. Franks, Esq., and Kristin Daugherty, Long-Term Care Planner, Certified Medicaid Planner™, and allowed individuals to ask their estate and long-term care planning questions from the safety of home while sipping on their favorite glass of wine or other beverage.